Work-in-progress version of SherPa. Work-in-progress version of SherPa.
California
Last updated on 2019-01-01
General
not credit union specific
- Officer Loan Status
- SD carve out
- Officer Loan Comment
- As of Jan 2020, SD agreements must have a provision ensuring that borrowing against the policy does not prevent the death benefit from fully reimbursing the employer
- Officer Loan Statute
- Cal Corp Code 5236
Credit Union Information
- Split Dollar Process
- Allowed
- Split Dollar Comment
- Per Les Thompson
- Parity Process
- Allowed
- Parity Comment
- See Cal Fin Code § 14659
- Parity Statute
- —
- Alternative To Parity Request
- —
- CDA Status
- Allowed
- CDA Comment
- No notice required but must comply with Cal Fin Code https://advance.lexis.com/document/?pdmfid=1000516&crid=adb481ba-40d5-44c2-8473-10d73e8b0aa4&pddocfullpath=%2Fshared%2Fdocument%2Fstatutes-legislation%2Furn%3AcontentItem%3A8SHK-BKS2-8T6X-735B-00000-00&pdtocnodeidentifier=AAJAARAAFAAHAAL&ecomp=76hck&prid=90480285-f6af-48aa-ae13-4674f00a8045
- Director Compensation Status
- No comp, insurance ok.
- Director Compensation Statute
- Cal Fin Code § 14410
- Credit Union Regulator
- https://dfpi.ca.gov/credit-unions/
State Chartered Credit Unions
119 credit unions chartered in California
| Name | Charter Number | CEO | Total Assets | Net Worth | CA SD | Concentration |
|---|---|---|---|---|---|---|
| PRIORITY ONE | 60024 | Charles Wiggington, Sr. | $211,764,837 | $18,709,958 | $1,346,282 | 7.2% |
| CENTRAL STATE | 60363 | Scott Waite | $249,456,174 | $19,978,728 | $0 | 0% |
| UNITED LOCAL | 60408 | Angelina Maldonado | $135,717,947 | $20,569,475 | $893,025 | 4.34% |
| EDUCATIONAL EMPLOYEES | 60520 | Elizabeth Dooley | $4,784,523,273 | $493,557,608 | $0 | 0% |
| ARROWHEAD CENTRAL | 60700 | Darin Woinarowicz | $2,315,247,682 | $243,612,980 | $10,331,350 | 4.24% |
| L. A. ELECTRICAL WORKERS CREDIT UN. | 60755 | SHAWN MCDONALD | $58,409,731 | $8,683,949 | $0 | 0% |
| CALIFORNIA | 60784 | Steven O'Connell | $4,321,416,962 | $426,688,420 | $0 | 0% |
| REDWOOD | 60793 | Brett Martinez | $7,597,268,127 | $820,655,213 | $30,852,493 | 3.76% |
| UNIVERSITY & STATE EMPLOYEES | 60801 | Todd Tharp | $1,290,336,524 | $104,705,940 | $0 | 0% |
| HUNTINGTON BEACH | 60967 | Angela Clitherow | $63,332,879 | $6,306,281 | $0 | 0% |
| THE POLICE | 60968 | EDDIE YOUNG | $1,147,806,036 | $137,998,710 | $9,818,479 | 7.11% |
| WHEELHOUSE | 61003 | Lisa Paul-Hill | $396,432,436 | $31,244,444 | $0 | 0% |
| SAN DIEGO COUNTY | 61004 | Teresa Campbell | $11,232,051,181 | $1,600,521,869 | $7,206,073 | 0.45% |
| UTILITY DISTRICT | 61085 | Hassan Elmi | $37,199,020 | $2,839,034 | $0 | 0% |
| ROLLING F | 61128 | Randy Icelow | $68,101,757 | $6,166,886 | $0 | 0% |
| SAFE 1 | 61598 | David King | $913,587,223 | $119,173,831 | $0 | 0% |
| THE GOLDEN 1 | 61650 | Donna Bland | $18,644,189,696 | $1,743,727,117 | $16,445,234 | 0.94% |
| COMMUNITY FIRST | 61667 | Scott Johnson | $791,245,455 | $64,805,016 | $1,278,306 | 1.97% |
| SISKIYOU | 61682 | Becky Ives | $112,449,651 | $10,297,863 | $1,740,607 | 16.9% |
| COMMONWEALTH CENTRAL | 61741 | Viktoria Earle | $698,289,872 | $58,801,998 | $0 | 0% |
| SLO | 61779 | Donna Severs | $38,441,037 | $5,412,069 | $0 | 0% |
| COMPASS COMMUNITY | 61933 | Ray Litchfield | $176,111,829 | $20,356,072 | $3,732,498 | 18.34% |
| ORGANIZED LABOR | 61942 | Sara Klein | $34,116,781 | $2,645,475 | $0 | 0% |
| E-CENTRAL | 62323 | Mike Theodore | $192,806,014 | $32,481,660 | $0 | 0% |
| COAST CENTRAL | 62367 | James Sessa | $2,096,625,721 | $211,665,287 | $9,503,118 | 4.49% |
| SACRAMENTO | 62641 | Bhavnesh Makin | $715,611,546 | $90,119,908 | $3,699,747 | 4.11% |
| MEMBERS 1ST | 62677 | Caroline Redmann | $319,364,022 | $25,423,222 | $2,149,518 | 8.45% |
| SAN MATEO | 62736 | Wade Painter | $1,701,205,065 | $166,641,307 | $11,212,156 | 6.73% |
| ALTURA | 62799 | Jennifer Binkley | $2,427,487,925 | $216,055,532 | $9,723,746 | 4.5% |
| VISION ONE | 63137 | Robert Schultz | $93,799,105 | $13,295,379 | $0 | 0% |
| NORTH BAY | 63373 | Chris Call | $96,523,300 | $9,877,237 | $1,911,785 | 19.36% |
| JACOM | 63589 | Scott Umemoto | $69,297,583 | $10,685,895 | $0 | 0% |
| ATCHISON VILLAGE | 63630 | Cecilia Heredia-Rocha | $11,788,315 | $1,118,452 | $0 | 0% |
| EVANGELICAL CHRISTIAN | 63837 | Abel Pomar | $576,379,880 | $62,285,897 | $0 | 0% |
| 1ST UNITED | 63958 | Stephen Stone | $1,281,254,325 | $119,790,024 | $0 | 0% |
| SANTA CRUZ COMMUNITY | 64029 | Beth Carr | $180,519,243 | $17,676,825 | $0 | 0% |
| FOUNTAIN VALLEY | 64108 | Silvia Lopez | $2,934,588 | $421,498 | $0 | 0% |
| VALLEY OAK | 64122 | Alan Cortum | $76,493,257 | $4,940,703 | $0 | 0% |
| UNIVERSITY | 64171 | David Tuyo | $1,069,252,587 | $85,152,535 | $13,138,642 | 15.43% |
| UNCLE | 64482 | HAROLD ROUNDTREE | $674,871,762 | $53,716,059 | $0 | 0% |
| DOW GREAT WESTERN | 64503 | Paul Kramer | $56,161,735 | $4,799,154 | $0 | 0% |
| PREMIER COMMUNITY | 64515 | Russel Hagen | $207,197,200 | $15,423,256 | $0 | 0% |
| ALTA VISTA | 64531 | DAVID JUSTICE | $228,275,277 | $16,291,724 | $0 | 0% |
| SAN FERNANDO VALLEY JAPANESE | 64576 | Mayko Martinez | $680,248 | $45,306 | $0 | 0% |
| BARSTOW COMMUNITY | 64578 | Yvonne Dingman | $7,071,609 | $323,777 | $0 | 0% |
| GREATER VALLEY | 64660 | Joey Yamuni | $38,381,607 | $4,470,204 | $0 | 0% |
| MERCO | 64766 | David Ness | $172,807,494 | $15,341,022 | $0 | 0% |
| PRINTING INDUSTRIES | 64826 | SUSAN CONJURSKI | $31,427,248 | $2,923,940 | $0 | 0% |
| CALIFORNIA LITHUANIAN | 64834 | Dainius Vaidila | $166,411,542 | $24,637,694 | $0 | 0% |
| PACIFIC POSTAL | 64835 | Fardad Khosravi | $256,916,731 | $37,707,214 | $3,008,433 | 7.98% |
| JONES METHODIST CHURCH | 64892 | Hilary Byrde | $344,217 | $59,395 | $0 | 0% |
| UNIVERSAL CITY STUDIOS | 64893 | Thomas Ott | $85,795,568 | $6,553,564 | $4,006,712 | 61.14% |
| NIKKEI | 65059 | Jon Hernandez | $87,665,159 | $9,905,694 | $0 | 0% |
| ALLUS | 65113 | Patrick Redo | $52,012,069 | $7,001,852 | $0 | 0% |
| UNITED ASSOCIATION | 65155 | LYNN DEBENE | $11,374,291 | $1,698,078 | $0 | 0% |
| KEYPOINT | 65299 | T. Bradford Canfield | $1,676,360,370 | $142,151,112 | $3,190,898 | 2.24% |
| UPWARD | 65323 | Linda White | $100,179,537 | $8,801,093 | $1,434,905 | 16.3% |
| VOCALITY COMMUNITY | 65388 | Patricia Neighbors | $167,063,624 | $15,482,917 | $0 | 0% |
| HIGH SIERRA | 65664 | Eduardo Sandoval | $13,338,896 | $1,714,423 | $0 | 0% |
| PROVIDENT | 66343 | James Ernest | $3,574,012,348 | $348,490,854 | $0 | 0% |
| CALIFORNIA COAST | 66584 | Todd Lane | $3,598,567,302 | $377,028,916 | $0 | 0% |
| WESCOM CENTRAL | 66703 | Darren Williams | $5,892,739,579 | $450,139,436 | $0 | 0% |
| SAN JOAQUIN POWER EMPLOYEES | 66788 | Marc Bradford | $152,157,798 | $25,410,716 | $0 | 0% |
| EAGLE COMMUNITY | 66847 | Scott Rains | $335,007,323 | $31,095,095 | $0 | 0% |
| LONG BEACH FIREMEN S | 67921 | Sandra Crane | $235,470,735 | $46,299,426 | $0 | 0% |
| CENTRAL VALLEY FIREFIGHTERS | 68008 | Emily Morton | $48,556,346 | $5,227,062 | $0 | 0% |
| 1ST VALLEY | 68027 | Lisa Daniels | $51,353,873 | $4,244,237 | $0 | 0% |
| CALIFORNIA AGRIBUSINESS | 68052 | Angel Hernandez | $28,628,077 | $2,396,660 | $0 | 0% |
| SIERRA CENTRAL | 68053 | Ron Sweeney | $1,486,763,699 | $145,683,192 | $12,993,509 | 8.92% |
| AMERICA'S CHRISTIAN | 68062 | Vicki VannBerstein | $587,725,572 | $53,579,026 | $4,913,888 | 9.17% |
| BAY CITIES | 68316 | Georgette Munoz | $89,131,702 | $6,765,614 | $0 | 0% |
| CALIFORNIA COMMUNITY | 68321 | Marcy Cole-King | $80,544,190 | $8,442,721 | $0 | 0% |
| FIRST IMPERIAL | 68356 | Fidel Gonzalez | $190,498,856 | $21,242,809 | $0 | 0% |
| SAFE | 68366 | Dave Roughton | $4,544,517,319 | $370,751,164 | $0 | 0% |
| FIRST ENTERTAINMENT | 68373 | Steve Ownes | $2,128,434,310 | $172,304,313 | $0 | 0% |
| MYPOINT | 68377 | David Brooke | $704,539,393 | $53,274,514 | $0 | 0% |
| TECHNOLOGY | 68383 | Todd Harris | $4,155,260,685 | $457,751,827 | $6,798,525 | 1.49% |
| MERIWEST | 68394 | Julie Kirsch | $2,070,378,327 | $178,015,671 | $0 | 0% |
| HERITAGE COMMUNITY | 68395 | Ed Turk | $252,019,075 | $23,699,971 | $0 | 0% |
| VALLEY FIRST | 68402 | Kathryn Davis | $923,065,169 | $81,425,011 | $4,407,010 | 5.41% |
| CABRILLO | 68409 | Kevin Posey | $411,533,922 | $33,456,391 | $0 | 0% |
| PACIFIC SERVICE | 68413 | Jenna Lampson | $1,424,730,831 | $183,798,261 | $0 | 0% |
| SOUTHLAND | 68415 | Thomas Lent | $1,043,736,764 | $92,795,417 | $11,970,280 | 12.9% |
| ORANGE COUNTY'S | 68416 | Shruti Miyashiro | $2,406,801,621 | $208,695,414 | $28,080,812 | 13.46% |
| PREMIER AMERICA | 68428 | Rudy Pereira | $3,436,154,202 | $324,628,816 | $0 | 0% |
| TRAVIS | 68429 | Kevin Miller | $4,779,243,142 | $493,820,398 | $0 | 0% |
| EXCITE | 68441 | Brian Dorcy | $671,630,431 | $53,362,202 | $0 | 0% |
| CREDIT UNION OF SOUTHERN CALIFORNIA | 68456 | Dave Gunderson | $2,347,690,887 | $261,841,194 | $24,342,260 | 9.3% |
| FINANCIAL PARTNERS | 68457 | Nader Moghaddam | $1,949,732,341 | $158,161,673 | $20,009,188 | 12.65% |
| VENTURA COUNTY | 68458 | Linda Rossi | $1,290,177,923 | $102,912,306 | $7,592,035 | 7.38% |
| USC | 68459 | Gary Perez | $767,740,952 | $61,811,732 | $0 | 0% |
| LBS FINANCIAL | 68460 | Jeffrey Napper | $2,030,358,623 | $236,342,931 | $7,223,638 | 3.06% |
| NORTH COUNTY | 68463 | Gary Sisk | $80,314,717 | $6,319,580 | $0 | 0% |
| STAR ONE | 68465 | Gary Rodrigues | $11,056,981,736 | $1,259,595,373 | $0 | 0% |
| FIRST U.S. COMMUNITY | 68474 | Carol Hauck | $531,223,342 | $56,846,670 | $0 | 0% |
| MATADORS COMMUNITY | 68483 | Melissa Broadwell | $331,564,481 | $34,455,455 | $5,068,314 | 14.71% |
| AMERICAN FIRST | 68485 | Jon Shigematsu | $863,978,264 | $95,270,459 | $0 | 0% |
| SILVERADO | 68491 | Marilyn Van Dolson | $64,358,769 | $3,977,454 | $0 | 0% |
| WATER AND POWER COMMUNITY | 68493 | Barry Roach | $954,716,805 | $68,165,719 | $0 | 0% |
| FRONTWAVE | 68494 | William Birnie | $1,213,939,527 | $126,479,604 | $0 | 0% |
| FIRST CITY | 68503 | Lourdes Ruano | $932,164,383 | $107,288,645 | $0 | 0% |
| CALIFORNIA BEAR | 68507 | Daniel Graff | $134,894,906 | $6,762,057 | $0 | 0% |
| PREMIER ONE | 68540 | ANDREA BREWER | $569,740,408 | $47,203,773 | $3,206,127 | 6.79% |
| MEDIA CITY | 68549 | Ana Ordonez | $39,123,419 | $5,464,789 | $0 | 0% |
| PATELCO | 68579 | ERIN MENDEZ | $9,022,016,251 | $886,868,459 | $21,772,426 | 2.45% |
| COASTHILLS | 68653 | Paul Cook | $1,618,340,771 | $129,177,689 | $26,928,804 | 20.85% |
| 1ST NORTHERN CALIFORNIA | 68668 | David Green | $907,111,095 | $83,196,026 | $0 | 0% |
| VALLEY STRONG | 68712 | Nicholas Ambrosini | $3,623,895,023 | $332,476,449 | $29,367,845 | 8.83% |
| POSTCITY FINANCIAL | 86063 | Christine Haley | $86,284,423 | $9,418,289 | $0 | 0% |
| SOUTH BAY | 95052 | PARIS CHEVALIER-BOOCHEE | $145,161,375 | $14,312,431 | $0 | 0% |
| CAHP | 95071 | Brad Houle | $272,900,437 | $23,540,736 | $3,762,448 | 15.98% |
| EL MONTE COMMUNITY | 95072 | Sandra Rosas | $35,790,320 | $2,505,836 | $0 | 0% |
| MID-CITIES | 95073 | Edwin Morera | $21,021,682 | $1,889,368 | $0 | 0% |
| CHRISTIAN COMMUNITY | 97068 | Blair Korschun | $883,418,986 | $99,335,232 | $0 | 0% |
| SAN FRANCISCO FIRE | 97069 | Kathy Duvall | $1,753,120,704 | $139,754,980 | $5,525,020 | 3.95% |
| MONTEREY | 97071 | J STEWART FULLER | $303,652,124 | $38,105,557 | $0 | 0% |
| SAFEAMERICA | 97093 | Tom Graves | $559,645,112 | $47,765,928 | $0 | 0% |
| FRESNO POLICE DEPARTMENT | 97096 | Bob Shaffer | $55,436,320 | $10,423,978 | $0 | 0% |
| GLENDALE AREA SCHOOLS | 97101 | Wesley Walton | $461,158,836 | $60,694,363 | $0 | 0% |